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Retrieval

Find the source material that is relevant to a question before trying to answer it.

2 min readStarter note

Retrieval is the step that finds relevant material in a collection. A search may match exact words, look for related meaning or combine methods. Its job is to return useful evidence, with enough source information for a person to inspect it.

A plausible result is not necessarily the right result. A passage can resemble a question while covering a different branch, date or product. Check the scope as well as the wording, and make it possible for the system to find nothing suitable.

A small-business example

A staff member searches for “delivery charge to Hillcrest”. The collection contains an old rate sheet, a current local-delivery guide and a courier document for oversized parcels.

A useful search result shows the document title, applicable area, relevant conditions and source date. Staff can select the material that fits the actual order. Returning a sentence containing “Hillcrest” without those details would conceal the very distinctions needed to answer correctly.

Try this

Write five questions your staff regularly ask. For each, identify the source passage you would expect a search to return. Include an exception and a question the collection cannot answer. Run the searches and record wrong, missing or outdated results. Improve the source material and search rules based on those specific failures.

Chunking shapes searchable passages, Freshness checks their currency and RAG explains how retrieved material can support a generated answer.